Strategy
Equity Compensation and Concentrated Stock
Equity compensation can create tremendous opportunity, but it can also create concentration risk, tax complexity, and emotionally difficult decisions. The right approach usually requires more than a simple rule of thumb.
Common challenges
- Timing exercises or sales around tax brackets and liquidity needs
- Reducing concentration without creating avoidable disruption
- Coordinating RSUs, stock options, bonuses, and cash flow planning
- Balancing loyalty to the company with broader risk management
What better structure can do
A coordinated plan can make it easier to evaluate timing, diversification, cash flow, and tax tradeoffs with less emotion and more clarity.
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